Jaffetilchin Investment Partners’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,627
| Closed | -$1.1M | – | 395 |
|
|
2021
Q4 | $1.1M | Sell |
1,627
-106
| -6% | -$71.9K | 0.1% | 131 |
|
|
2021
Q3 | $1.12M | Sell |
1,733
-1,952
| -53% | -$1.26M | 0.12% | 119 |
|
|
2021
Q2 | $1.72M | Buy |
3,685
+2,196
| +147% | +$1.03M | 0.12% | 126 |
|
|
2021
Q1 | $735K | Sell |
1,489
-459
| -24% | -$227K | 0.09% | 159 |
|
|
2020
Q4 | $755K | Buy |
1,948
+50
| +3% | +$19.4K | 0.11% | 130 |
|
|
2020
Q3 | $457K | Buy |
+1,898
| New | +$457K | 0.08% | 133 |
|
|
2019
Q1 | – | Sell |
-1,725
| Closed | -$328K | – | 325 |
|
|
2018
Q4 | $328K | Sell |
1,725
-3,771
| -69% | -$717K | 0.08% | 169 |
|
|
2018
Q3 | $1.71M | Buy |
5,496
+42
| +0.8% | +$13.1K | 0.36% | 44 |
|
|
2018
Q2 | $1.58M | Buy |
5,454
+3,487
| +177% | +$1.01M | 0.35% | 43 |
|
|
2018
Q1 | $472K | Buy |
1,967
+73
| +4% | +$17.5K | 0.11% | 170 |
|
|
2017
Q4 | $443K | Buy |
+1,894
| New | +$443K | 0.15% | 130 |
|
|
2017
Q3 | – | Sell |
-1,656
| Closed | -$291K | – | 319 |
|
|
2017
Q2 | $291K | Sell |
1,656
-338
| -17% | -$59.4K | 0.1% | 181 |
|
|
2017
Q1 | $371K | Hold |
1,994
| – | – | 0.09% | 178 |
|
|
2016
Q4 | $342K | Buy |
+1,994
| New | +$342K | 0.1% | 168 |
|
|
2014
Q3 | – | Sell |
-3,348
| Closed | -$390K | – | 258 |
|
|
2014
Q2 | $390K | Buy |
+3,348
| New | +$390K | 0.14% | 116 |
|